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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,355 | $82,674+40.7% | $125,381-7.2% | $68,486+69.9% |
| Participation rate | 45.2% | 75.1%-29.9pp | 82.4%-37.2pp | 67.9%-22.7pp |
| Annual return | -13.16% | -5.97%-7.2pp | 572.31%-585.5pp | -7.85%-5.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,919 | $6,111-19.5% | $7,448-34.0% | $4,028+22.1% |
| Admin fee / account holder | $2,095 | $6,277-66.6% | $10,007-79.1% | $5,404-61.2% |